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Corporate Credit Just Won't Quit
The new corporate bond issuance figures are blowing away records despite the economic and geopolitical hand grenade.
May 13
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Fil Zucchi
14
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Random Markets...
The shelf-life of a common thread in the markets is measured in the time between war headlines and Truth-Social posts.
Apr 6
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Fil Zucchi
13
1
1
The Times They Are A-Changin'
For the first time since the fall of 2022 credit markets are rasing a yellow flag.
Mar 16
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Fil Zucchi
10
1
The War With Iran: It's All About The Outcome
What has started on Friday may well prove to be the most binary geopolitical outcome since the fall of the Berlin wall.
Mar 1
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Fil Zucchi
5
An Update On My Random Thoughts for 2026.
Only one month into the new year, there's way more "excitement" than I expected.
Feb 2
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Fil Zucchi
10
1
"Meet The New Year, Same As The Old Year"...Random Thoughts For 2026
The more things change, the more they may end up staying the same.
Dec 31, 2025
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Fil Zucchi
13
1
2
Post-Mortem on Some 2025 Ideas
Before moving on to 2026, a look back at some of 2025 ideas
Dec 29, 2025
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Fil Zucchi
8
1
The Coming "AI Fallen Angels" and the $2 Trillion Headache
If the risks of the AI circular financing carousel are limited to the companies involved, the risks are manageable. If the risks infect the entire HY…
Dec 14, 2025
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Fil Zucchi
13
3
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